4 issues driving today’s oil price
21st February 2008 by

Quietly, oil has moved back to the $100/bbl level. This is quite different from January, when it fir...

Will lower interest rates help?
7th January 2008 by

A reader has kindly sent me an interesting analysis from Richard Bernstein, Chief Investment Strateg...

Another day, another $17bn
11th December 2007 by

News that UBS, the major investment bank, has had to follow Citigroup in raising new capital in a hu...

Inflation makes a comeback
29th October 2007 by

Oil prices last week rose to an all-time, inflation-adjusted, high in New York at over $92/bbl. Mean...

Dow warns
26th September 2007 by

Dow CEO Andrew Liveris has spelled out very clearly his concerns about the impact of the US subprime...

One week later
25th September 2007 by

A week ago, I wrote that it would be important to see if ‘the US Federal Reserve can pull a rabbit...

The hurricane touches down
18th September 2007 by

Extraordinary events have taken place in the UK since my posting on Friday: • A bankrun took place...

To cut, or not to cut?
9th September 2007 by

One of the benefits of writing this blog is that it provides the opportunity to research behind the ...

A tale of two outlooks
20th July 2007 by

If you read the financial pages of your newspaper, everything sounds rosy. But if you turn to the ne...

2008 Budgets just became more difficult to finalise
17th July 2007 by

Central bankers are like generals. They seem to prefer fighting their last war, rather than preparin...

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